Fox Corp Class B (FOX)vsRoku Inc (ROKU)
FOX
Fox Corp Class B
$52.35
-0.32%
COMMUNICATION SERVICES · Cap: $24.52B
ROKU
Roku Inc
$95.06
-0.55%
COMMUNICATION SERVICES · Cap: $14.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Fox Corp Class B generates 250% more annual revenue ($16.58B vs $4.74B). FOX leads profitability with a 11.4% profit margin vs 1.9%. ROKU appears more attractively valued with a PEG of 0.86. FOX earns a higher WallStSmart Score of 51/100 (C-).
FOX
Buy51
out of 100
Grade: C-
ROKU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-95.5%
Fair Value
$28.36
Current Price
$52.35
$23.99 premium
Margin of Safety
-2091.8%
Fair Value
$4.01
Current Price
$95.06
$91.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
16.1% revenue growth
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
Earnings declined 35.8%
Negative free cash flow — burning cash
ROE of 3.4% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FOX
The strongest argument for FOX centers on P/E Ratio, Price/Book.
Bull Case : ROKU
The strongest argument for ROKU centers on PEG Ratio, Revenue Growth. Revenue growth of 16.1% demonstrates continued momentum. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : FOX
The primary concerns for FOX are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : ROKU
The primary concerns for ROKU are Return on Equity, Profit Margin, Operating Margin. A P/E of 162.0x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
FOX profiles as a value stock while ROKU is a growth play — different risk/reward profiles.
ROKU carries more volatility with a beta of 2.04 — expect wider price swings.
ROKU is growing revenue faster at 16.1% — sustainability is the question.
ROKU generates stronger free cash flow (222M), providing more financial flexibility.
Bottom Line
FOX scores higher overall (51/100 vs 44/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fox Corp Class B
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Fox Corporation is an American mass media company headquartered in New York City.
Roku Inc
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Roku, Inc. operates a TV streaming platform. The company is headquartered in San Jose, California.
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